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Greystone Financial Group’s Microsoft MSFT Stock Holding History

Greystone Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.73M Sell
18,050
-562
-3% -$227K 1.88% 27
2026
Q1 		$6.89M Sell
18,612
-16,089
-46% -$6.73M 1.95% 21
2025
Q4 		$16.8M Sell
34,701
-294
-0.8% -$147K 2.62% 9
2025
Q3 		$18.1M Sell
34,995
-839
-2% -$428K 2.81% 7
2025
Q2 		$17.8M Sell
35,834
-2,166
-6% -$941K 2.94% 5
2025
Q1 		$14.3M Buy
38,000
+2,165
+6% +$883K 2.59% 10
2024
Q4 		$15.1M Buy
35,835
+2,192
+7% +$934K 2.63% 9
2024
Q3 		$14.5M Buy
33,643
+936
+3% +$400K 2.59% 10
2024
Q2 		$14.6M Buy
32,707
+315
+1% +$133K 2.86% 6
2024
Q1 		$13.6M Sell
32,392
-3,956
-11% -$1.6M 2.72% 6
2023
Q4 		$13.7M Sell
36,348
-2,645
-7% -$941K 3.16% 7
2023
Q3 		$12.3M Sell
38,993
-3,512
-8% -$1.16M 3.07% 6
2023
Q2 		$14.5M Sell
42,505
-13,207
-24% -$4.14M 3.36% 6
2023
Q1 		$16.1M Buy
55,712
+8,278
+17% +$2.11M 4.05% 3
2022
Q4 		$11.4M Sell
47,434
-1,238
-3% -$297K 3.34% 4
2022
Q3 		$11.3M Buy
48,672
+14,476
+42% +$3.82M 3.85% 4
2022
Q2 		$8.78M Buy
34,196
+4,129
+14% +$1.12M 2.74% 9
2022
Q1 		$9.27M Buy
30,067
+2,560
+9% +$770K 2.34% 8
2021
Q4 		$9.25M Buy
27,507
+4,727
+21% +$1.53M 2.22% 11
2021
Q3 		$6.42M Sell
22,780
-8,920
-28% -$2.6M 1.91% 13
2021
Q2 		$8.59M Buy
31,700
+1,460
+5% +$371K 2.14% 11
2021
Q1 		$7.45M Sell
30,240
-5,300
-15% -$1.23M 1.87% 15
2020
Q4 		$8.62M Buy
+35,540
New +$7.64M 2.35% 12

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greystone Financial Group's MSFT Position: Q2 2026 in Review

Greystone Financial Group reduced its Microsoft (MSFT) stake by 3% in Q2 2026, selling an estimated $227K and leaving 18,050 shares worth $6.73M. The position accounts for 1.88% of the portfolio, ranked #27.

Greystone Financial Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.1M in Q3 2025. 3,165 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Greystone Financial Group held 18,050 shares of Microsoft worth $6.73M as of Q2 2026.
  • Greystone Financial Group sold 562 Microsoft shares in Q2 2026, an estimated $227K.
  • Microsoft made up 1.88% of Greystone Financial Group's portfolio in Q2 2026, its #27 holding.
  • Greystone Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Greystone Financial Group's Microsoft position peaked at $18.1M in Q3 2025.
  • 3,165 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.